Logan Thomas Voelker

Employer firm

B. Riley Wealth Advisors, Inc. CRD 115927

$4.21B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 07/2017
  Wfg Investments, Inc.
  Dallas, TX
• 07/2017 → 07/2022
  National Securities Corporation
  Dallas, TX
• 01/2018 → 07/2022
  National Asset Management
  Dallas, TX
• 07/2022 → Present
  B. Riley Wealth Management
  Memphis, TN
• 07/2022 → Present
  B. Riley Wealth Advisors
  Memphis, TN

Previous Registrations

• 2016-12-21 → 2017-07-17
  Wfg Advisors, Lp
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-19
• S63 Uniform Securities Agent State Law Examination
  2015-03-20